2027 Investment Banking Analyst I Technology & Services McLean, VA

About the role

Raymond James is seeking an Investment Banking Analyst I to join our Technology & Services team in McLean, VA.

Responsibilities

• Develop financial models to assess debt and equity financing alternatives for transactions.
• Perform valuation methodologies, comparative company analysis, and discounted cash flow analysis on target companies.
• Provide valuable input to equity offerings, valuations, private placements, mergers and acquisitions advisories.
• Research, analyze, present and document drafting elements of a developing transaction.
• Develop client presentations.
• Follow current events in respective industry groups to stay informed about critical issues relevant to clients.
• Maintain files related to active and prospective deals.
• Absorb and assist with recruiting and training new Analysts and Interns.
• Maintain group databases.
• Perform other duties and responsibilities as assigned.

Qualifications

• Knowledge of fundamental concepts, practices, and procedures of Investment Banking.
• Fundamental investment concepts, practices, and procedures used in the securities industry.
• Financial markets and products.
• Effective communication, both orally and in writing.
• Analytical skills sufficient to assess and explain events in the market.
• Problem-solving abilities.
• Operating standard office equipment and using required software applications, including Microsoft Office and established databases.
• Ability to gather information, identify linkages and trends, and apply findings to reports.
• Attention to detail while maintaining a big picture orientation.
• Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity.
• Think independently in order to market ideas.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Establish and maintain effective working relationships at all levels of the organization.
• Work independently as well as collaboratively within a team environment.
• Assume full responsibility and accountability for own actions.
• Demonstrate uncompromising adherence to ethical principles.
• Be proactive and demonstrate readiness and ability to initiate action.

Qualifications - External Knowledge, Skills, and Abilities

• Bachelor’s Degree (B.A.) in a related discipline is required.
• Internship experience in a related field preferred.
• Or any equivalent combination of experience, education, and/or training as approved by Human Resources.
• Licenses/Certifications: Securities Industry Essentials (SIE) examination, Series 63, Series 79, Series 7.